Snowden Capital Advisors LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 157299
- Registered since
- June 17, 2011
- Website
- snowdenlane.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.81%
- Individuals16.8%
- Charitable Organizations1.57%
- Pension & Profit Sharing Plans1.52%
- Corporations / Businesses0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Snowden Capital Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2011. The firm positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients, offering portfolio management, financial planning, pension consulting, manager selection and educational programming. Fee arrangements include percentage-of-AUM and fixed-fee engagements. The firm reports it is not an active ESG investor. Snowden Capital has been repeatedly recognized by industry publications: it appeared on Financial Times’ Top 300 RIA list in 2020, has been included multiple times on Barron’s Top 100 RIA Firms (2021–2025), and has been named among Top RIA Firms by Forbes in 2022–2024 and on America’s Top RIA Firms list in 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities35%
- Exchange Traded Equities20%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents7%
- Private Funds6%
Owners & executives
3 of 4Emily Clinton
ContractorCRD 2844666
Gregory Franks
Managing Partner, President, COOCRD 1138171
Robert Mooney
CEO & Managing PartnerCRD 4085030
Contacts
3 of 119
Kristian Sedeno
Partner, Managing DirectorCRD 5724683
Alison Burkett
Executive Vice PresidentCRD 5750500
Stephanie Powell
Senior Client Relationship ManagerCRD 5077505
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 675Active vs passive
$2.2B in ETFs
72%
$1.6B
18%
$619M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $76.6M | 102,340 | 3.52% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 540 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Advent Capital Management, LLC
RIANew York, NY
Quinbrook Infrastructure Partners LLC
RIANew York, NY
Sentinel Capital Partners, L.L.C.
RIANew York, NY
Partners Group US Management Clo LLC
RIANew York, NY
J.F. Lehman and Company LLC
RIANew York, NY
Hamlin Capital Management, LLC
RIANew York, NY